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Retirement Planning

When it comes to retirement, the financial landscape has changed dramatically in recent years. We'd all like to be able to retire when we want, with enough money to live comfortably, but we are living longer than previous generations and need to plan for 20 or even 30 years in retirement. So it's more important than ever to build the financial momentum you'll need to enjoy retirement your way. Working with a financial advisor who understands your specific needs is important, and LPL Financial at Mountain America Credit Union is here to help you. After all…it's YOUR retirement!

Wealth Management

In today’s economic environment, many financial experts recommend a more comprehensive approach to wealth management—one that helps you protect assets, prepare for big life events and plan for retirement. When you partner with LPL Financial at Mountain America, a knowledgeable advisor will construct a solid foundation and help you build a better future.

Meet the Team

LPL at Mountain America’s team consists of highly skilled financial advisors who provide sound financial guidance. The team has more than 130 years combined experience with the credit union and has helped the communities they serve reach their financial goals and dreams. They look forward to helping you with a range of financial services, including retirement planning, wealth management and insurance.

About LPL

In order to provide our members with a suite of customized financial planning services, Mountain America contracts with LPL Financial, the nation’s largest independent broker-dealer and a leading independent consultant to retirement plans.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Mountain America Federal Credit Union and Mountain America Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

Not Insured by any Federal Government Agency

Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Insurance products are not deposits of Mountain America Credit Union and are not protected by the NCUA. They are not an obligation of or guaranteed by the Credit Union and may be subject to risk. Any insurance required as a condition of an extension of credit by the Credit Union need not be purchased from the Credit Union and may be purchased from an agent or insurance company of the member's choice. Insurance products are not exclusive to Mountain America Credit Union members. Mountain America Insurance Services, LLC is a wholly owned subsidiary of Mountain America Financial Services, which is a wholly owned subsidiary of Mountain America Credit Union. Business conducted with Mountain America Insurance Services, LLC is separate and distinct from any business conducted with the Credit Union.